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Integrity Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Integrity Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Buy
4,408
+2,616
+146% +$194K 0.16% 111
2025
Q4 		$130K Sell
1,792
-5,804
-76% -$422K 0.07% 159
2025
Q3 		$560K Buy
7,596
+148
+2% +$10.6K 0.27% 80
2025
Q2 		$523K Buy
7,448
+1,712
+30% +$112K 0.27% 84
2025
Q1 		$371K Buy
5,736
+1,244
+28% +$83.5K 0.21% 90
2024
Q4 		$297K Buy
4,492
+652
+17% +$44.3K 0.17% 95
2024
Q3 		$253K Buy
3,840
+280
+8% +$17.6K 0.15% 101
2024
Q2 		$215K Buy
3,560
+1,032
+41% +$62.7K 0.13% 109
2024
Q1 		$158K Buy
2,528
+468
+23% +$27.7K 0.11% 114
2023
Q4 		$120K Buy
2,060
+12
+0.6% +$641 0.09% 121
2023
Q3 		$107K Sell
2,048
-260
-11% -$14.3K 0.08% 122
2023
Q2 		$127K Buy
2,308
+132
+6% +$6.92K 0.09% 109
2023
Q1 		$115K Buy
2,176
+36
+2% +$1.92K 0.09% 119
2022
Q4 		$109K Buy
2,140
+912
+74% +$46.5K 0.1% 111
2022
Q3 		$58K Hold
1,228
– – 0.06% 115
2022
Q2 		$60K Buy
1,228
+304
+33% +$16.4K 0.06% 116
2022
Q1 		$55K Buy
924
+516
+126% +$30.3K 0.05% 117
2021
Q4 		$26K Buy
+408
New +$25.6K 0.02% 143

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Integrity Financial's VO Position: Q1 2026 in Review

Integrity Financial increased its Vanguard Mid-Cap ETF (VO) stake by 146% in Q1 2026, buying an estimated $194K and bringing the position to 4,408 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #111.

Integrity Financial first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $560K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Integrity Financial held 4,408 shares of Vanguard Mid-Cap ETF worth $316K as of Q1 2026.
  • Integrity Financial bought 2,616 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $194K.
  • Vanguard Mid-Cap ETF made up 0.16% of Integrity Financial's portfolio in Q1 2026, its #111 holding.
  • Integrity Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's Vanguard Mid-Cap ETF position peaked at $560K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.